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Darwin Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Darwin Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Buy
3,027
+8
+0.3% +$1.1K 0.12% 101
2026
Q1 		$375K Sell
3,019
-211
-7% -$26.8K 0.12% 107
2025
Q4 		$388K Buy
3,230
+296
+10% +$35.4K 0.12% 106
2025
Q3 		$349K Buy
2,934
+1,732
+144% +$199K 0.11% 113
2025
Q2 		$131K Sell
1,202
-188
-14% -$19.4K 0.05% 146
2025
Q1 		$160K Hold
1,390
– – 0.05% 145
2024
Q4 		$160K Buy
1,390
+296
+27% +$35.4K 0.05% 145
2024
Q3 		$128K Buy
+1,094
New +$124K 0.04% 167
2024
Q1 		– Sell
-10,754
Closed -$1.16M – 144
2023
Q4 		$1.16M Sell
10,754
-4,008
-27% -$386K 0.31% 72
2023
Q3 		$1.39M Sell
14,762
-2,353
-14% -$235K 0.37% 71
2023
Q2 		$1.72M Buy
17,115
+1,628
+11% +$155K 0.44% 62
2023
Q1 		$1.48M Sell
15,487
-14,971
-49% -$1.5M 0.4% 60
2022
Q4 		$3.09M Buy
30,458
+7,108
+30% +$682K 0.8% 33
2022
Q3 		$2.14M Sell
23,350
-24,962
-52% -$2.42M 0.54% 50
2022
Q2 		$4.88M Sell
48,312
-6,963
-13% -$692K 0.99% 31
2022
Q1 		$5.96M Sell
55,275
-4,249
-7% -$459K 0.98% 28
2021
Q4 		$6.33M Sell
59,524
-16,140
-21% -$1.84M 1% 25
2021
Q3 		$8.26M Buy
75,664
+3,648
+5% +$402K 1.32% 19
2021
Q2 		$8.14M Buy
72,016
+46,289
+180% +$5.16M 1.32% 18
2021
Q1 		$2.79M Sell
25,727
-21,367
-45% -$2.24M 0.49% 54
2020
Q4 		$4.33M Buy
47,094
+28,124
+148% +$2.31M 0.81% 32
2020
Q3 		$1.33M Buy
+18,970
New +$1.36M 0.29% 70
2020
Q2 		– Sell
-252
Closed -$13K – 433
2020
Q1 		$13K Buy
+252
New +$18.8K ﹤0.01% 424

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Darwin Wealth Management's IJR Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.26% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,027 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #101.

Darwin Wealth Management first reported a position in IJR in Q1 2020 and has held it in 23 quarters since. The position peaked at $8.26M in Q3 2021. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Darwin Wealth Management held 3,027 shares of iShares Core S&P Small-Cap ETF worth $449K as of Q2 2026.
  • Darwin Wealth Management bought 8 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.1K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Darwin Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Darwin Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • Darwin Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $8.26M in Q3 2021.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.